Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,286,448
+$1,685,425 QoQ
Shares Held
692,931
+1.4% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 667 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Legal & General Group Plc holds $5,119,698,058 across 80 Asset Management names. IVZ ranks #24 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
839,302 | $807,039,230 | |
| 2 | BX |
Blackstone Inc.
|
5,143,770 | $605,267,414 | |
| 3 | KKR |
KKR & Co. Inc.
|
5,129,423 | $470,778,441 | |
| 4 | APO |
Apollo Global Management, Inc.
|
3,887,979 | $459,986,794 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
10,447,234 | $444,947,695 | |
| 6 | STT |
State Street Corp
|
1,950,759 | $330,848,726 | |
| 7 | AMP |
Ameriprise Financial Inc
|
572,603 | $262,687,351 | |
| 8 | NTRS |
Northern Trust Corp
|
1,191,062 | $207,054,216 |
All Filings in IVZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,286,448 | 692,931 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $16,601,023 | 683,451 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $19,148,097 | 728,896 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $18,011,225 | 785,145 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,949,810 | 884,579 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $11,973,119 | 789,263 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $11,528,652 | 659,534 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,681,799 | 608,303 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $8,648,105 | 578,082 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $11,590,055 | 698,617 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $11,907,129 | 667,440 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $18,905,635 | 1,302,041 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $24,433,956 | 1,453,537 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,870,944 | 1,516,521 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $28,592,783 | 1,589,371 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $22,388,005 | 1,634,161 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,394,615 | 1,636,368 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $33,571,462 | 1,455,831 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $32,654,583 | 1,418,531 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $37,505,684 | 1,555,607 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $43,560,276 | 1,629,640 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $39,205,044 | 1,554,522 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $29,769,620 | 1,707,953 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $19,619,289 | 1,719,482 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $28,558,675 | 2,654,152 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $23,834,890 | 2,624,988 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||